Private Client Relationship Manager - Rochester, NY
Company: Citizens
Location: Rochester
Posted on: November 19, 2023
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Job Description:
Description At Citizens, tailored advice, personalized
experiences, and innovative ideas, products, and solutions, are
central to helping clients navigate changing circumstances. - In
this role, you'll deepen relationships with your clients by
collaborating with peers across banking, lending and investing,
helping them with short- and long-term financial goals. - Our
mission is to help clients, colleagues and communities reach their
potential. We do this through our distinguished -client-centric
culture, having a mindset of -continuous improvement -and always
-enhancing our excellent capabilities. - Citizens is the bank that
stands and grows with its clients. - Within Citizens Wealth
Management, - Citizens Private Client - provides personalized,
world class financial planning and advice to help clients achieve
their financial goals. - We do this through creating a culture of
continuous coaching, professional development and ongoing practice
management support. - - - As a - Citizens Private Client
Relationship Manager , you will engage directly with our affluent
and high-net-worth clients to exceed their expectations by thinking
long term, always doing the next right thing and collaborating with
other colleagues. - The Private Client Relationship Manager, along
with a Private Client Financial Advisor or High Net Worth Wealth
Advisor, and Certified Financial Planners, create the Citizens
Private Client team. -They provide a tailored expertise to a
defined book of affluent and high-net-worth clients. - As part of
this team, you will provide the banking and lending solutions
necessary to help clients save and grow their assets in a
tax-efficient way, manage debt effectively, secure their income to
live the lifestyle they dream of, protect their family for life's
'what-ifs' and prepare them to leave a legacy. - As a Private
Client Relationship Manager, you will be responsible for acquiring,
broadening, deepening and retaining affluent and high-net-worth
relationships. - You will do this by proactively engaging these
clients on a regular basis in deep discovery conversations and
delivering a best-in-class client experience. -Leading with
financial planning -requires you to offer our full value
proposition and allows the client to utilize those -personalized
financial solutions -that address their specific financial needs. -
Primary responsibilities include Acquire qualified, new-to-wealth
relationships through leads and by developing internal and external
referral sources to introduce to the Private Client value
proposition Perform regular, proactive outreach to manage, deepen
and retain the relationships, creating remarkable experiences
Conduct thorough discovery to understand family dynamics, goals and
objectives and current financial situation, becoming the client's
trusted relationship manager Engage with Certified Financial
Planners and Financial Advisors to create and analyze the client's
financial plan and strategize on how to present the breadth of
Citizens solutions across banking, lending, and partner with the
Advisor for investments to help clients reach their financial goals
Introduce appropriate opportunities to segment partners, based on
their financial goals, including but not limited to Financial
Advisor, Wealth Advisor, Home Loan Officer, Small Business
Partners, etc. - Provide regular, value-added engagement with
clients of the Private Client Group: high-touch, face-to-face or
virtual meetings, consistent communication, access to financial
education materials, etc. - Leverage Salesforce CRM tool to
document client interactions in detail Build an activity-based
business development plan centered around proactive outreach and
follow-up behaviors Qualifications, Education, Certifications
and/or Other Professional Credentials Bachelor's degree (preferred)
or 3-5 years relevant equivalent experience Series 6 (or 7), 63 (or
66), and Life and Health Insurance Licenses. At least one of these
licenses is required; additional licenses can be obtained within a
specific timeframe upon hire Demonstrated success in a
client-centric, proactive sales environment Experience in
cultivating relationships Success in new client acquisition,
cultivating and maintaining relationships through exceptional
service, and revenue generation, including but not limited to: -
-Planning/banking/lending product referrals and sales and
investment referrals Experience establishing and maintaining
relationships with clients and internal partners Excellent written
and verbal communication skills Knowledge of industry regulatory
requirements to ensure a sound control environment Hours & Work
Schedule Hours per Week: 40 Work Schedule: M-F Some job boards have
started using jobseeker-reported data to estimate salary ranges for
roles. If you apply and qualify for this role, a recruiter will
discuss accurate pay guidance. Equal Employment Opportunity At
Citizens we value diversity, equity and inclusion, and treat
everyone with respect and professionalism. Employment decisions are
based solely on experience, performance, and ability. Citizens, its
parent, subsidiaries, and related companies (Citizens) provide
equal employment and advancement opportunities to all colleagues
and applicants for employment without regard to age, ancestry,
color, citizenship, physical or mental disability, perceived
disability or history or record of a disability, ethnicity, gender,
gender identity or expression (including transgender individuals
who are transitioning, have transitioned, or are perceived to be
transitioning to the gender with which they identify), genetic
information, genetic characteristic, marital or domestic partner
status, victim of domestic violence, family status/parenthood,
medical condition, military or veteran status, national origin,
pregnancy/childbirth/lactation, colleague's or a dependent's
reproductive health decision making, race, religion, sex, sexual
orientation, or any other category protected by federal, state
and/or local laws. Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its
respective affiliates. Why Work for Us At Citizens, you'll find a
customer-centric culture built around helping our customers and
giving back to our local communities. When you join our team, you
are part of a supportive and collaborative workforce, with access
to training and tools to accelerate your potential and maximize
your career growth
Keywords: Citizens, Rochester , Private Client Relationship Manager - Rochester, NY, Accounting, Auditing , Rochester, New York
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